Filed October 11, 1994
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF AMERICA Service code 25 · EIN 94-1687665 | Directed Trustee | $170,263 |
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 23-1159360 | Actuarial | $79,639 |
COLUMBIA8 years Filed as: COLUMBIA MANAGEMENT Service code 27 30 DAN ROAD · CANTON, MA 020212809 | Advisory (Plan) | $67,414 |
GROSSMAN YANAK & FORD LLP10+ years Filed as: GROSSMAN YANAK & FORD Service code 10 · EIN 25-1638525 | Accounting | $10,560 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $148,078-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 5.4%-5.4pp | 11.0%-11.0pp |
| Annual return | 1.39% | 7.22%-5.8pp | 6.70%-5.3pp | 8.21%-6.8pp |
| Employer contribution / active EE | $0 | $12,542-100.0% | $25,217-100.0% | $13,841-100.0% |
| Participant deferral / active EE | $0 | $56-100.0% | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $7,182-100.0% | $1,652-100.0% |